See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,789 | $101,069-80.4% | $81,478-75.7% | $147,584-86.6% |
| Participation rate | 92.3% | 74.5%+17.9pp | 68.0%+24.3pp | 82.8%+9.5pp |
| Annual return | 3.53% | 32.40%-28.9pp | 38.78%-35.2pp | 578.55%-575.0pp |
| Employer contribution / active EE | $785 | $3,205-75.5% | $2,568-69.4% | $4,876-83.9% |
| Participant deferral / active EE | $588 | $4,242-86.1% | $3,537-83.4% | $5,439-89.2% |
| Admin fee / account holder | $3,334 | $5,812-42.6% | $4,561-26.9% | $10,885-69.4% |